Compare AU
Compare ZYUS vs. MVS
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Global X S&P 500 High Yield Low Volatility ETF (ZYUS) and the VanEck Small Companies Masters ETF (MVS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ZYUS | MVS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 84 | 9 |
Median incremental investment | $634.25 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,840.92 | $896.08 |
Average age group | 26 - 35 | > 35 |
Key Summary
ZYUS | MVS | |
|---|---|---|
Strategy | ZYUS.AX was created on 2015-06-09 by ETFS. The fund's investment portfolio concentrates primarily on high dividend yield equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P 500 Low Volatility High Dividend Index | MVS.AX was created on 2015-05-26 by VanEck. The fund's investment portfolio concentrates primarily on small cap equity. The Fund gives investors exposure to a portfolio that only includes the most liquid small-cap ASX-listed companies that generate revenues in Australia and did not omit their latest dividend payment. |
Top 3 holdings | Altria Group Inc (3.09 %) Kinder Morgan Inc Class P (2.97 %) Bristol-Myers Squibb Co (2.90 %) | Pinnacle Investment Management Group Ltd (2.29 %) Perenti Ltd (2.29 %) Gold Road Resources Ltd (2.11 %) |
Top 3 industries | Real Estate (27.20 %) Communication Services (20.83 %) Consumer Staples (20.54 %) | Financials (60.72 %) Materials (29.97 %) Industrials (9.86 %) |
Top 3 countries | United States (97.74 %) United Kingdom of Great Britain and Northern Ireland (2.26 %) | Australia (99.99 %) |
Management fee | 0.35 % | 0.49 % |
Key Summary
ZYUS | MVS | |
|---|---|---|
Issuer | ETFS | VanEck |
Tracking index | S&P 500 Low Volatility High Dividend Index | MVIS Australia Small-Cap Dividend Payers Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.49 % |
Price | $15.87 | $19.48 |
Size | $77.650 million | $165.751 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.97 % | 4.91 % |
Market | ASX | ASX |
First listed date | 12/06/2015 | 28/05/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ZYUS | MVS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 84 | 9 |
Median incremental investment | $634.25 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,840.92 | $896.08 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ZYUS | MVS | |
|---|---|---|
Pros |
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Cons |
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ZYUS | MVS |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |